A complete list of active advisors currently associated with Marin Wealth Advisors LLC

Warmer can help you find a great advisor at Marin Wealth Advisors LLC or one who fits your needs even better.

Marin Wealth Advisors provides investment management and financial planning services to a mix of individual investors, families, trusts, estates, corporations, non-profits, and pension or profit-sharing plans. The firm operates on a fee-only basis, manages roughly $76 million in client assets with most accounts under discretionary authority, and states it has no account minimums. The firm gathers client-specific information to create written investment policy statements and applies a strategic asset allocation framework combined with individual stock and bond selection and global diversification. Marin Wealth Advisors conducts regular account reviews (at least quarterly), provides periodic performance reporting and commentary, and recommends Charles Schwab Advisor Services for custody and institutional trading and technology support. Distinctive features include a straight-tier advisory fee structure applied to the entire account value rather than a blended schedule, and a financial planning practice that uses fixed-fee engagements billed directly to clients upon completion rather than deducted from custody accounts. The firm also notes it does not accept third-party sales compensation, does not participate in wrap fee programs or performance‑based fees, and is in the process of transitioning from SEC to state registration while operating with a small advisory team and a single listed management person.

To learn more about the advisors currently working at Marin Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Marin Wealth Advisors LLC's office locations.